Your follow-up priorities :

1. Proposals
2. Follow-up of all customers/prospects
3. Customers
4. Prospects
5. Contact database

Step 1. Add a customer or prospect.

• Individual customer or prospect: click on the “Customer/Prospect” button
• By list: click on the “Import by list” button

Step 2. Fill in the customer or prospect form.

1. Organization name
2. Name of contact person (if there is more than one in the organization, you create several records)
3. Phone
4. Email
5. Category: so that you can classify your customers according to their characteristics
6. Give your customer/prospect priority 1, 2 or 3
7. Plan your follow-up

7. No follow-up planned
8. Today
9. Tomorrow
10. Next week
11. January, February, etc.
12. Schedule for specific date

Step 3: Place the customer’s or prospect’s file in the right list

• Contact bank: for new contacts you can add to your prospects as needed
• Prospects on hold: customers/prospects who cannot be reached at present
• Customers: former prospects to whom you have sold and with whom you work

Current proposals: customers or prospects to whom you have made a proposal

Step 4: Call a customer or prospect

1. Replace contact if necessary
   • Prospect to current proposal
   • Current proposal to customer
   • Customer prospect if lost
   • Customer prospect on hold
2. Give priority A, B or C to your customer or 1, 2 or 3 to your prospect
3. Plan your follow-up
   • No follow-up planned
   • Today
   • Tomorrow
   • Next week
   • January, February, etc.
   • Schedule for specific date

Step 5: Follow up and take notes

1. Click on the “Next” bookmark
2. Follow-ups are listed in order of priority
3. Late dates appear in red
4. Your notes appear without having to go to the form
5. Contact customer
   • Immediately from the table
   • Either by clicking on the customer file to take notes

Step 6: Always prioritize follow-ups on current proposals

• This is where you’ve invested the most time
• It’s what can pay off the most, and the fastest.
• Of course, the proposals are included in your follow-ups
• Accepted or rejected proposals must be withdrawn and reclassified.
• But follow-ups are sometimes “cluttered” with delays from less advanced customers.
• Your priority is therefore to see your proposals
• every time you open your CRM
• Before even looking at your follow-ups :
• Importance comes before urgency